BILL Certification Program
The BILL Certification course provides an in-depth exploration of BILL's benefits, features, and functionality. Getting certified demonstrates a strong working knowledge of BILL AP/AR, which can help you maximize operational efficiency and deliver exceptional service to clients.
Our Accountant Partners who successfully complete the BILL AP/AR course will earn the BILL Expert Certified badge—the ideal addition for your website, blog, or social media channels.
How to get BILL certified for AP/AR
BILL certification training for AP/AR is available through your Accountant Console on our BILL Academy platform.
The BILL AP/AR certification course familiarizes you with the basics and teaches you how to improve client workflow efficiency and handle special payables and receivables scenarios. The course includes multiple short modules, allowing you to work at your own pace and return as needed to complete the course.
You’ll learn how to:
- Navigate the BILL Accountant Console
- Create new accounts and map existing client workflows into BILL
- Sync with client accounting software
- Manage vendors
- Accept and manage payments
- Manage AR preferences
- Handle exceptions for payables
- Optimize collections for receivables
The BILL AP/AR certification is a National Association of State Boards of Accountancy (NASBA) accredited course. You can complete the course for up to 5 CPE credits. It's free and there are no prerequisites or advanced preparation required.
Our Accountant Partners who successfully complete the course will earn the BILL Expert Certified badge–the ideal addition for your website, blog, or social media channels.
BILL Spend & Expense Training
BILL also offers extended BILL Spend & Expense training to help you get up and running quickly.
The training covers how to:
- Set and manage budgets and corporate cards
- Add and manage users
- Optimize settings
- Make payments on a line of credit
- Integrate with Slack, TravelPerk, and other accounting software
The course offers multiple short modules, allowing you to work at your own pace. Please note: At this time, the BILL Spend & Expense training does not offer CPE credit.
How to log into training for both BILL AP/AR and BILL Spend & Expense
- Log into BILL
- Click “Manage Console”
- Once in your Accountant Client Management Console, go to the “Training“ and select the level of training you want (Basics or Advanced). Reminder: Certification is tied to completing the Advanced course.
- Click “Start the BILL Certification Training”
BILL certification information
BILL is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org. All training is free to BILL Accountant Program members.
While there is currently no requirement for regular re-certification, BILL reserves the right to change renewal policies at any time.
Firm certification qualifications
Certification is earned by individuals, not the firm, and certified users may take their certification with them if they change firms.
If a certified user is removed from a firm’s Console account and no other Console users are certified, the certification will be deactivated and removed automatically from the Console. The firm should also remove BILL Certified logos from its marketing materials.
To regain certification, the firm should select another Console user to complete the certification course. Contact us at training@hq.bill.com to discuss the transfer process.
For additional help
Contact our training team at training@hq.bill.com.
